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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,488 | $91,537-60.1% | $130,045-71.9% | $75,173-51.5% |
| Participation rate | 26.8% | 71.5%-44.7pp | 78.5%-51.7pp | 67.2%-40.4pp |
| Annual return | 24.14% | -631.55%+655.7pp | -137.30%+161.4pp | 160.72%-136.6pp |
| Employer contribution / active EE | $940 | $2,845-67.0% | $4,321-78.3% | $2,671-64.8% |
| Participant deferral / active EE | $2,314 | $4,343-46.7% | $5,820-60.2% | $4,126-43.9% |
| Admin fee / account holder | $6,385 | $6,780-5.8% | $10,600-39.8% | $5,651+13.0% |